Even if a Dem is elected in '28, who is going to make a multi-year investment with the chance that JD Vance/Trump Jr/MTG could be elected in '32?
And mind you, the previous cancellation was contested through the courts, and it was found to be illegal. So now the administration did essentially the same, but without citing any reasons (they are "classified").
If this stands, then it is really a death blow to the US industry. It undermines the main pillar of capitalism: protection of property rights.